Primer: Indocement Tunggal Prakarsa (INTP IJ) - Aug 2026
Indocement is a leading Indonesian cement producer demonstrating resilient earnings through effective cost management, particularly the...
109 Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
822 Views
Indonesia Stabilizes: Three Stocks with Relative Upside
Indonesian equities are stabilizing on an absolute and relative basis. We're considering small positions and selected three relative strength stocks.
132 Views
Equity Strategy: Oct25 Picks: Sticking with Banks, Commodities, Telco
We maintain our positive stance on Banks as we expect better liquidity condition to be reflected in Sep25 CoF, combined with attractive yield.
502 Views
Cement: Lack of Long-Term Catalysts Despite 2H25 Potential Recovery
1H25 overall volume to remain subdued at -1%yoy; 2H25 potentially recover (~+1%yoy), mainly driven by gov’t spending acceleration.
256 Views